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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Richard Ruscio who wrote (22114)	3/16/1998 8:29:00 PM
From: Windseye	Read Replies (1) \| Respond to of 97611

Richard, I agree... many, many questions about this. I've heard that CPQ can knock these boxes off the assembly line in 60 seconds. WHat's to be gained by off loading to assembly in the channel at obviously more time? Closer to the end user corporation? All that we've heard about the ODM is that they want to be in that mode, that obviously its BETTER because it's optomized! BUt exactly what is it? How does it work? How is it much better than what exists? How will it be competitive with DELL and others? I suspect I'm tired of playing this guessing game, especially with the stock flat and potential payoff pushed out 6-12 months! Doug